Dycom(DY) - 2024 Q1 - Earnings Call Transcript

Yeah, I think Eric, the way we're looking at BEAD is again as we said earlier, is it really is an extension of an increase in government funding that really started with the CARES Act, and through RDOF and ARPA, and continues with state funds, and so I think capacity in that part of America with those funding sources is increasing, and the bigger the installed base, the greater the industry's ability to grow. It doesn't mean it's going to be easy, but if you look at our work that we do for electric utilitie ...